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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,354 | $73,102-62.6% | $123,553-77.9% | $56,289-51.4% |
| Participation rate | 64.0% | 74.3%-10.3pp | 82.3%-18.3pp | 69.9%-5.9pp |
| Annual return | -5.56% | 3.01%-8.6pp | 119.21%-124.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,762 | $5,423+24.7% | $6,426+5.2% | $3,350+101.8% |
| Admin fee / account holder | $1,821 | $554+228.9% | $9,284-80.4% | $521+249.6% |